See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,932 | $39,122-69.5% | $57,179-79.1% | $62,891-81.0% |
| Participation rate | 77.8% | 70.5%+7.3pp | 75.3%+2.4pp | 69.3%+8.5pp |
| Annual return | 12.54% | 9.23%+3.3pp | 14.59%-2.0pp | 20.14%-7.6pp |
| Employer contribution / active EE | $632 | $1,874-66.3% | $2,682-76.5% | $2,281-72.3% |
| Participant deferral / active EE | $2,081 | $2,374-12.3% | $3,096-32.8% | $3,203-35.0% |
| Admin fee / account holder | $48 | $2,592-98.2% | $3,139-98.5% | $4,296-98.9% |